See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,600 | $177,572-54.0% | $154,803-47.3% | $142,382-42.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.30% | 65.07%-55.8pp | 58.88%-49.6pp | 217.08%-207.8pp |
| Employer contribution / active EE | $7,894 | $4,810+64.1% | $4,305+83.3% | $4,299+83.6% |
| Participant deferral / active EE | $7,559 | $6,272+20.5% | $5,540+36.4% | $6,507+16.2% |
| Admin fee / account holder | $4,801 | $16,786-71.4% | $14,329-66.5% | $12,624-62.0% |